WFG Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $463K | Buy |
1,096
+438
| +67% | +$185K | 0.1% | 208 |
|
2017
Q1 | $252K | Buy |
658
+23
| +4% | +$8.81K | 0.07% | 290 |
|
2016
Q4 | $242K | Buy |
635
+18
| +3% | +$6.86K | 0.06% | 326 |
|
2016
Q3 | $224K | Buy |
617
+54
| +10% | +$19.6K | 0.06% | 340 |
|
2016
Q2 | $193K | Buy |
563
+40
| +8% | +$13.7K | 0.05% | 352 |
|
2016
Q1 | $178K | Buy |
523
+8
| +2% | +$2.72K | 0.05% | 327 |
|
2015
Q4 | $175K | Sell |
515
-36
| -7% | -$12.2K | 0.05% | 319 |
|
2015
Q3 | $164K | Sell |
551
-19
| -3% | -$5.66K | 0.05% | 331 |
|
2015
Q2 | $197K | Buy |
570
+9
| +2% | +$3.11K | 0.05% | 351 |
|
2015
Q1 | $205K | Buy |
561
+25
| +5% | +$9.14K | 0.06% | 344 |
|
2014
Q4 | $192K | Buy |
536
+27
| +5% | +$9.67K | 0.04% | 437 |
|
2014
Q3 | $167K | Buy |
509
+4
| +0.8% | +$1.31K | 0.03% | 496 |
|
2014
Q2 | $162K | Sell |
505
-75
| -13% | -$24.1K | 0.03% | 501 |
|
2014
Q1 | $182K | Buy |
580
+52
| +10% | +$16.3K | 0.04% | 454 |
|
2013
Q4 | $167K | Buy |
528
+10
| +2% | +$3.16K | 0.02% | 573 |
|
2013
Q3 | $140K | Sell |
518
-64
| -11% | -$17.3K | 0.02% | 592 |
|
2013
Q2 | $150K | Buy |
+582
| New | +$150K | 0.02% | 537 |
|